Right now, most big tech companies are burning through tens of billions chasing AI gains.
However, one play that some of the world's richest investors have loaded up on and that Shah Gilani calls the “Perfect AI stock” is already way ahead of the game.
The Teaser
According to Bloomberg, its AI has been tested and proven to go far beyond the kind of bots made famous by OpenAI’s ChatGPT.
Some may recognize Shah Gilani as a guy they have seen on financial news networks. Others will remember him from teaser reviews such as “Nvidia’s Secret Partner” Stock and “ASI” Stocks to make 12,400% by 2030.
Back to the “Perfect AI Stock” pitch.
No, Shah's pick here is NOT DeepSeek.
But, it does have the potential to generate hundreds of billions of dollars in profit.
Shah is sure about this because he says the secret to making big money from a major new tech trend boils down to a simple equation.
The BCG Growth-Share Matrix
Invented in the 1970s by global management consulting firm The Boston Consulting Group, the equation is comprised of a simple four-square matrix.
Inside the squares are a Star, a Question Mark, a Cow, and a Dog.
Stay with me here…
The way it works is so simple, that even meme coin traders would understand.
Ask yourself two questions:
- Is the company you're investing in a market or niche growing at more than 10% a year?
- Is it the market leader?
If the answer to both these questions is yes, congratulations, you have found a star.
As for the other squares, they break down as follows:
- Non-market leaders in fast-growing niches are question marks
- Cash cows are market leaders with low growth potential
- Dogs have low market share and low growth potential
However, in Shah's teaser, only the star quadrant matters.
That's because no trend is growing faster than AI right now and even a small investment of a few hundred or a thousand dollars can change our lives over the long term.
Based on Shah's research there’s one stock that is perfectly positioned to dominate AI.
The Pitch
Its name is only revealed in a special briefing called “The Perfect AI Stock.”
The briefing is packaged into a subscription to the Manward Money Report monthly financial newsletter, which costs $49 for the first year ($249 normally).
A subscription includes a 365-day money-back guarantee, 12 monthly recommendations that you won't see Shah make on TV, a bonus resource called The Million-Dollar AI Portfolio, containing his most up-to-date AI recommendations, and more.
Charlie Munger's Final Investment
The name of the “Perfect AI Stock” isn't branded on any tech gadgets we might buy, but there’s a good chance you’re already benefiting from its technology.
That's because it's in hundreds of millions of devices worldwide.
A market leader, if you will.
Despite this, it has largely flown under the radar thanks to its strong stealth game.
As value investing legend Mohnish Pabrai explained, “It’s almost impossible for the average person to get specific details about this company.”
This is by design.
See, other higher-profile AI companies brag and boast to raise their profile, but the “Perfect AI Stock” has been quietly going about its business, doing less investor relations, and more building of proprietary technology. Always a good sign.
The CEO rarely gives interviews and reading the company's 10-K annual reports offers little insight.
However, this strategy of purposely flying under the radar has also left its stock trading at up to an 84% discount compared to its better-known AI company peers.
But this could be about to change on March 18th.
That's when the company's next earnings call happens and Shah believes it could announce a share buyback program.
If history is any indication, as stocks typically outperform their peers for the next four years following a buyback announcement, then the time to get in is now.
We would be in good company, as Shah's research shows that the late, great Charlie Munger dedicated as much as 23% of his primary portfolio to this one AI stock. Making it his final investment before passing away in 2023 at 99 years old.
Mohnish Pabrai also recently dumped a $57 million stake in a major competing tech firm and bought into this company instead.
Continuing the who's who of value investors, Aswath Damodaran, finance professor at the Stern School of Business NYU, also likes the company.
Under the radar, undervalued, share buybacks, this sounds like my kind of play. We must find out what it is!
Revealing Shah Gilani's “Perfect AI Stock”
Shah doesn't hold back. Clues are as plentiful as people's opinions on social media.
- It began quietly dominating multiple industries at the same time after launching its first AI initiatives in 2017.
- The company's technology is installed in hundreds of millions of devices globally and it handles more daily transactions than Amazon and PayPal.
- Its global AI infrastructure spans 26 regions across five continents.
- The stock can be purchased for as little as $50 a share.
Shah's “Perfect AI Stock” is Tencent Holdings Ltd. (OTC: TCEHY).
- The Chinese tech conglomerate began heavily investing in AI in 2017, launching its first AI lab in Seattle and building its core AI model – Hunyuan.
- The company's WeChat Pay division handled more than 600 million mobile payment transactions per day a few years ago and is now up to over 1 billion.
- Tencent Cloud has data center facilities in 26 geographic areas on five continents.
- Tencent stock currently trades just above $50.
The Most Valuable Business No One Knows About?
Tencent is one of the most interesting and controversial picks we have revealed.
A potentially undervalued mega-cap AI play with an in-house CCP branch.
If there's anything I have learned from listed Chinese American Depository Receipts (ADRs), it is that their (accounting) standards are lower than an inebriated patron at a dive bar.
This is largely due to incentives.
A fine or penalty by China, where the company and almost all of its users are based, would sting much more than a rebuke by U.S. securities regulators.
So, if we can't take Tencent's financials or its AI claims at face value, then a valuation and investment becomes almost impossible.
The only reliable thing we have to go on is its number of users.
The stock market typically values a user anywhere from just under $100 up to $1,000 and Tencent boasts over 1.2 billion users across all of its apps and services such as WeChat, QQ, and Tencent Video.
Using this simplified back-of-a-napkin valuation, Tencent is worth $120 billion on the low end, $600 billion in the middle, and $1.2 Trillion on the high end. Its market cap today is just a hair under $480 billion.
Tencent has some definite upside, but in my humble opinion, it will continue to be discounted due to its CCP roots.
Quick Recap & Conclusion
- Former Hedgie and TV talking head Shah Gilani is teasing a “Perfect AI stock” that is way ahead of the game.
- As a market leader in a growing niche, it is a “star” by the standard of the famous and funny BCG Growth-Share Matrix.
- Its name is only revealed in a special briefing called “The Perfect AI Stock.” This is packaged into a subscription to the Manward Money Report monthly financial newsletter, which costs $49 for the first year.
- If you read till the end, you could save a few bucks, as we revealed the “Perfect AI Stock” to be Tencent Holdings Ltd. (OTC: TCEHY).
- Tencent is part value play, part growth stock, and part falling knife. Proceed at your own risk.
Would you buy Tencent stock? Tell us why or why not in the comments.